1098-T Tax Information
Students Who are US Citizens or US Permanent Residents:
1098-T is an Annual Tuition Statement Form the university requires to report to the Internal Revenue Service (IRS) annually. What a Form 1098-T contains is a record of qualified tuition, related fees, and related education expenses within a tax year for each student who enrolled in credit courses and has a reportable transaction.
Exceptions: You will not receive a Form 1098-T if,
- Courses for which no academic credit is offered, even if the student is otherwise enrolled in a degree program;
- Nonresident alien students, unless requested by the student;
- Students whose qualified tuition and related expenses are entirely waived or paid entirely with scholarships; and
- Students for whose qualified tuition and related expenses are covered by a formal billing arrangement between an institution and the student’s employer or a government entity, such as the Department of Veterans Affairs or the Department of Defense.
It is important that your social security number and address are correct with our record.
Students who are nonresident aliens (legal visa holder – F1, H1, R1, etc.):
Request of Form 1098-T: Non-resident alien students will need to file a request to receive the 1098-T form. The 1098-T request form must be completed and send/fax to the Accounting Office no later than January 20.
Mailing Date:
The forms 1098-T will be mailed by January 31st of the following year to qualifying students’ addresses based on their student account information.
Updates:
In previous years, your 1098-T included a figure in Box 2 that represented the qualified tuition and related expenses (QTRE) we billed to your student account for the calendar (tax) year. Due to a change to institutional reporting requirements under federal law, beginning with tax year 2018, we will report in Box 1 the amount of QTRE you paid during the year.
Depending on your income (or your family’s income, if you are a dependent), whether you were considered full or half-time enrolled, and the amount of your qualified educational expenses for the year, you may be eligible for a federal education tax credit. (You can find detailed information about claiming education tax credits in IRS PUBLICATION 970», page 9.)
The dollar amounts reported on your Form 1098-T may assist you in completing IRS Form 8863 – the form used for calculating the education tax credits that a taxpayer may claim as part of your tax return.
University of the West is unable to provide you with individual tax advice, but should you have questions, you should seek the counsel of an informed tax preparer or adviser.
For more information about Form 1098-T, visit HTTPS://WWW.IRS.GOV/PUB/IRS-PDF/F1098T.PDF».
Resources:
University of the West is not able to provide tax advice, please check the following links for further information on Form 1098-T and tax credits:
IRS Website: WWW.IRS.GOV»
Contact Info: Student Account at (626) 571-8811 x2123 or jennyb@uwest.edu
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PAYMENT DUE DATE AND LATE FEES
Students may remit the registration payment on the day of registration but no later than the tuition payment deadline (see the Academic Calendar).
All balances due to the university must be paid, or any arrangements including financial aid award, payment plan, and third party payment, must be completed by the tuition payment deadline.
After the deadline, a $100 late payment fee charge and a 1% finance charge (per month) are assessed on the unpaid balance.
DEFERRING PAYMENT
Students must have authorized anticipated aid (e.g., grants, loans, and scholarship awards) or a payment plan in order to properly defer payment. Anticipated aid awards are posted to student accounts only after the financial aid award process has been completed by the student, Financial Aid Office, and the appropriate agency (e.g., IBEF). Without authorized anticipated aid, students are expected to pay the charges up front and wait for reimbursement when the aid or scholarship funds are actually received.
If changes to student course schedules result in additional charges after the date on the registration billing statement or after financial aid have been disbursed, payment is due immediately. Registration and enrollment are not complete until all tuition and required fees have been paid.
OBLIGATION FOR PAYMENT
Tuition and fees payable by students become an obligation in accordance with the provisions of the Refund Policy as follows. Signing the Registration Form constitutes a contract between the student and the University. Failure to pay any amount to the University when due is considered sufficient cause for the University to take any of the following actions until the debt is settled with the Financial Officer:
- To bar the student from classes and/or examinations;
- To withhold diplomas and/or scholastic certificates;
- To suspend all University services and privileges;
- To suspend the student from the University;
- To assign the student’s account to a collection agency;
- To report the delinquent account to a credit bureau.
Permission to cancel enrollment does not constitute, nor shall it be construed as, a waiver by the University of a student’s financial obligation. The student is responsible for all outstanding debts and contracts with the University. Furthermore, a student must not have any delinquent financial obligations to the University at the time instruction begins each semester, or the student’s registration may be revoked. Students are expected to pay the full cost of tuition, fees, and housing for the term prior to the first week of classes each term. Students who do not meet this payment requirement without having an approved funding or payment plan on file will have their registration for the term revoked, and will be unscheduled from all classes by Friday of the first week of classes. While students may petition for reinstatement if dismissed, reinstatement is not guaranteed. Approval is contingent upon payment as well as availability of classes. If registration is revoked, 100% of any tuition paid for that semester will be first applied to any outstanding debt. Any remaining credit will be refunded within 30 days from the date of revocation.
METHODS OF PAYMENT
Payment must be made in full directly to the University Accounting Office by cash or check; or pay online before tuition payment deadlines each semester. Students who can demonstrate financial hardship or eligibility for financial aid may be eligible for a short-term deferment by applying in person at the Accounting Office. The deferment must be approved and completed before tuition payment deadlines. Please refer to the UWest Student Payment Plan Policy.
Online Payment:
You can make a payment by logging into your STUDENT PORTAL»
The University of the West online payment only accept electronic check, debit card, credit card, and International payment via Convera.
ONLINE PAYMENT USER GUIDE»
eCheck Electronic Checks: Pay your bills online via e-Check with no additional fees. You will need your U.S. bank checking or savings account to submit an e-Check payment.
Credit Cards: University of the West accept the following credit cards online: Debit, Visa, MasterCard, Discover and American Express.
There is a non-refundable 3% (domestic) or 4.25% (international) transaction fee. The minimum transaction fee for card transactions over $20 and less than $106 will be $3. Also, a SmartPay ACH return fee will be implemented on returned payment, and pricing is based on State regulation.
These transaction fees are charged by the third-party processor.
*The transaction fee may subject to change.
International Payments: International students can pay their bills online via Convera (wire transfer).
In Person:
The University of the West only accept cash, personal check, money orders, traveler’s check, and cashier’s check.
Office Hours: Monday – Friday (9am – 5pm)
By Mail:
The University of the West only accept personal check and money orders. Make your check payable to:
University of the West
Attention: Accounting Office
1409 Walnut Grove Ave.
Rosemead, CA 91770
*IMPORTANT: Be sure to use the correct address for mailing payments. Delays in posting your payment may result!
Bad Check Policy
A $35 fee is assessed for all electronic check and regular paper check returned due to non-sufficient funds. Returned checks must be repaid by certified funds (cash, money order or cashier’s check). A personal check will not be accepted as a repayment for a returned check.
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1409 Walnut Grove Ave.
Rosemead, CA, 91770 USA